9258 Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $710K | Buy |
2,998
+33
| +1% | +$7.82K | 0.11% | 159 |
|
|
2024
Q2 | $627K | Buy |
2,965
+181
| +7% | +$38.3K | 0.1% | 165 |
|
|
2024
Q1 | $704K | Sell |
2,784
-131
| -4% | -$33.1K | 0.11% | 156 |
|
|
2023
Q4 | $674K | Buy |
2,915
+770
| +36% | +$178K | 0.12% | 150 |
|
|
2023
Q3 | $422K | Buy |
2,145
+257
| +14% | +$50.6K | 0.08% | 196 |
|
|
2023
Q2 | $424K | Buy |
1,888
+314
| +20% | +$70.6K | 0.08% | 203 |
|
|
2023
Q1 | $313K | Sell |
1,574
-38
| -2% | -$7.56K | 0.06% | 246 |
|
|
2022
Q4 | $330K | Buy |
1,612
+26
| +2% | +$5.33K | 0.07% | 234 |
|
|
2022
Q3 | $287K | Buy |
1,586
+57
| +4% | +$10.3K | 0.07% | 245 |
|
|
2022
Q2 | $332K | Buy |
1,529
+156
| +11% | +$33.9K | 0.09% | 231 |
|
|
2022
Q1 | $317K | Buy |
1,373
+226
| +20% | +$52.2K | 0.07% | 265 |
|
|
2021
Q4 | $324K | Buy |
+1,147
| New | +$324K | 0.07% | 271 |
|